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Your Window on Money

Our Quarterly Client Newsletter

SPRING 2019 EDITION

Your Window on Money seeks to address topical issues that are likely to be of interest to most readers; please do not hesitate to contact us should require further information on any of the articles, or any other financial matter.

Simply Money Spring Edition 2018

Inside this issue

  • Planning your pension in the new world of work  Your retirement should be a time to enjoy life, not a time spent worrying about money, take control of your future and plan for the retirement you deserve
  • Side hustles – what they are and why they work  They come in all shapes and sizes and are proving increasingly popular, learn more about generation side hustle
  • Financial mistakes even the experts can make  We’re all human and can be prone to making mistakes. When it comes to our money, it can be easy to lose track of the big picture; here are just a few financial mistakes we can all avoid…
  • Scams update – new warnings issued  There were £197 million of reported losses last year, our scam update will keep you in the loop…
  • Worry for carers without protection policies  Over seven out of 10 of those who care for family members or other people do not have any protection policies in place
  • ‘Sandwich generation’ facing major challenges  Around 3% of the UK general population have twin caring duties; these people are more likely to experience conditions such as anxiety and depression
  • Middle classes most impacted by Inheritance Tax  A recent consultation outlines that this complex tax represents an additional burden to families at a time when they were dealing with the loss of a loved one
  • Tax allowances – use them or lose them!  As a new tax year begins, it’s time to ensure that you make plans to use of your tax allowances
  • Financial advice for new parents  A life changing experience that will have an impact on their finances too, planning pays

The information contained within our newsletters is for information purposes only and does not constitute financial advice.
The value of investments can go down as well as up and you may not get back the full amount you invested. The past is not a guide to future performance and past performance may not necessarily be repeated.

NEWSLETTER ARCHIVE

Winter 2018/19 inside this issue

Does your money need a personal trainer?  //  Single adults find it hard to save  //  How to side-step retirement remorse  //  Self-employed? Prioritise your pension in 2019  //  Poor health prompts retirement  //  Pensions – there’s good news!  //  Make 2019 the year you get the protection you need  //  Time to top up your ISA?

Autumn 2018 inside this issue

Is your family financially-savvy? // In the News // What are the main asset classes? // Seven out of ten pension savers favour retirement income targets // More taking out protection policies as health consciousness rises // Reached your half-century? How to plan for retirement // Adults carry out 109 life admin tasks per year // Women are better savers than men.

Summer 2018 inside this issue

· Pensions jargon – busted
· Are millennials saving enough for retirement?
· Early retirement could disappear by 2035, so it’s time to plan

· Power of Attorney – record numbers entrusting

Spring 2018 inside this issue

· Five personal finance habits we should all adopt
· More than £400 million languishing in old pension pots
· Two-thirds without life insurance despite health worries
· Dividend allowance reduction from April 2018

Winter 2017/18 inside this issue

· One in three retirees will have to rely in the state pension 
· Where will you live in retirement?
· Don’t leave your loved ones facing financial ruin
· Do we need targets to help us save more for retirement?
· Addressing your personal finance weak spots

Autumn 2017 inside this issue

· Millennials: don’t overlook the benefits of insurance 
· Pension freedoms – don’t lose out!
· A few personal finance facts we all need to know
· How employees can unlock ‘free’ pension cash
· Plan now for a comfortable retirement

Summer 2017 inside this issue

· What the election result might mean for your money 
· Parents more likely to insure their possessions than their health
· Be aware – new online scams reported
· The 17 million ‘sandwich generation’
· Remarriage – why you need to update your Will

Spring 2017 inside this issue

· Does it make sense to combine your pension pots? 
· The peace of mind that protection policies can provide
· Power of Attorney – why numbers are rocketing
· Happy 5th Birthday to the Junior ISA
· Regrets people have in retirement, and how to avoid them

Autumn 2016 inside this issue

· Junior ISA – cash or stocks and shares? 
· Surviving financially after the death of a loved one
· How much will you spend in retirement?
· Will Brexit derail pension freedoms?
· Annuities – where are we now?

The information contained within our newsletters is for information purposes only and does not constitute financial advice.
The value of investments can go down as well as up and you may not get back the full amount you invested. The past is not a guide to future performance and past performance may not necessarily be repeated.

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